Socianote
socianote.com
What it is
Socianote is a cloud platform for organisations managing programmes, people and case-related documents. It combines case intake forms, workflow automation, audit trails and reporting dashboards with real-time caseload visibility and overdue-review alerts. Admins can approve intake requests, reassign cases and export organisational data. CSV imports cover people, volunteers, programmes, enrolments and case shells; exports are available as CSV, PDF and per-person files. The free plan is indefinite, needs no credit card and supports up to 3 staff, 50 people, 1 programme and 200 documents. Starter is $99 a month for up to 5 staff, 500 people, 5 programmes and 2,000 documents. Plans are priced by organisation size rather than user count, and annual billing provides two months free, approximately 17% off. Web access is available, with participant and volunteer apps for iOS and Android on Enterprise. Data is encrypted at rest and in transit; staff TOTP MFA is available after enrollment. Each uploaded document is limited to 5 MB.
Spec sheet
- Deployment
- cloudRead 21 Sep 2026 · socianote.com
- Free plan
- YesRead 21 Sep 2026 · socianote.com
- Integrations
- The page says everything is in one place with no integrations to maintain.Read 28 Sep 2026 · socianote.com
- Mobile apps
- YesRead 21 Sep 2026 · socianote.com
- Headquarters
- SingaporeRead 28 Sep 2026 · socianote.com
- Annual billing discount
- Annual billing provides two months free, approximately 17% off.Read 28 Sep 2026 · socianote.com
- Audit trail
- All changes are logged automatically in a tamper-evident audit trail.Read 28 Sep 2026 · socianote.com
- Case intake forms
- YesRead 21 Sep 2026 · socianote.com
- Company identity
- Socianote is a product of Goodtech Hldgs Pte. Ltd., incorporated in Singapore.Read 28 Sep 2026 · socianote.com
- Compliance status
- Socianote is aligned with GDPR and PDPA principles but is not SOC 2 or ISO 27001 certified.Read 28 Sep 2026 · socianote.com
- CSV data import
- Users can bulk-import people, volunteers, programmes, enrolments, and case shells from CSV files.Read 28 Sep 2026 · socianote.com
- Data export
- CSV, PDF, and per-person exports are available, with CSV export on every plan.Read 28 Sep 2026 · socianote.com
- Document size limit
- Each uploaded document is limited to 5 MB.Read 28 Sep 2026 · socianote.com
- Flat org pricing
- Plans are priced by organisation size, not by number of users.Read 28 Sep 2026 · socianote.com
- Free plan duration
- The Free plan is available indefinitely and requires no credit card.Read 28 Sep 2026 · socianote.com
- Free plan limits
- The free plan supports 3 staff, 50 people, 1 programme, and 200 documents.Read 28 Sep 2026 · socianote.com
- Reporting dashboards
- YesRead 21 Sep 2026 · socianote.com
- Security encryption
- Data is encrypted at rest and in transit, with staff TOTP MFA after enrollment.Read 28 Sep 2026 · socianote.com
- Sharing and admin
- Admins can approve intake requests, reassign cases, and export organisational data.Read 28 Sep 2026 · socianote.com
- Support options
- Support ranges from email support to priority and named account support, depending on plan.Read 28 Sep 2026 · socianote.com
- Supported platforms
- Socianote offers web access plus participant and volunteer apps on iOS and Android for Enterprise.Read 28 Sep 2026 · socianote.com
- Team visibility
- The platform provides real-time team caseload visibility and automatic overdue-review alerts.Read 28 Sep 2026 · socianote.com
- Trial and refund
- The page describes an indefinite free plan but does not state a refund policy.Read 28 Sep 2026 · socianote.com
- Workflow automation
- YesRead 21 Sep 2026 · socianote.com
Plans and prices
Free Free Free plan with no time limit 3 staff members · 50 people · 1 programme · 200 documents Up to 3 staff, 50 people, 1 programme, and 200 documents Read 28 Sep 2026 · socianote.com
Starter $99 a month billed monthly 5 staff members · 500 people · 5 programmes · 2,000 documents Up to 5 staff, 500 people, 5 programmes, and 2,000 documents Read 28 Sep 2026 · socianote.com
Team $249 a month billed monthly 20 staff members · 5,000 people · Unlimited programmes · 10,000 documents Up to 20 staff, 5,000 people, unlimited programmes, and 10,000 documents Read 28 Sep 2026 · socianote.com
Scale $599 a month billed monthly 100 staff members · Unlimited people · 50,000 documents Up to 100 staff, unlimited people, and 50,000 documents Read 28 Sep 2026 · socianote.com
Enterprise Priced on request annual pricing Unlimited staff and volunteers · Unlimited documents Custom contract with dedicated onboarding and unlimited staff, volunteers, and documents Read 28 Sep 2026 · socianote.com
Custom Price not published Quoted per organisation Read 21 Sep 2026 · socianote.com
Strong points and limits
Strong points
- Indefinite free plan requires no credit card.
- Real-time caseload visibility and overdue-review alerts.
- CSV imports and CSV, PDF, and per-person exports.
- Plans are priced by organisation size.
- Data encrypted at rest and in transit.
Limits
- Free plan is limited to 3 staff and 50 people.
- Uploaded documents are limited to 5 MB each.
- Not SOC 2 or ISO 27001 certified.
- iOS and Android apps are listed for Enterprise.
Who it suits
Socianote suits organisations coordinating programmes and casework that need intake, follow-up, reporting and shared caseload visibility. Its organisation-sized plans and participant and volunteer apps may suit teams with varied staff and service-user needs.
Verdict
Socianote specifies core casework tools, plan limits, exports and security details. Check the document-size limit and the Enterprise-only app availability against your organisation’s needs.
Where Specifiction places it
- Case Management Software#3 of 1778.9
